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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rodney? Claim Your ProfileRodney Balbuena is an Investment Advisor Representative at Sageview Advisory Group, LLC. Rodney has been in the industry since 2002 and has experience in providing financial planning and asset management services. Rodney has been with Sageview Advisory Group, LLC since 2015 and was previously employed by CETERA ADVISOR NETWORKS LLC, NFP ADVISOR SERVICES, LLC, GBS RETIREMENT SERVICES, INC., and METLIFE SECURITIES INC.. Rodney is registered to provide investment advice in California.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
05/06/2015 - Present
Sageview Advisory Group, LLC (NEWPORT BEACH CA)
CA
05/05/2015 - 07/06/2020
CETERA ADVISOR NETWORKS LLC (PASADENA CA)
CA
01/04/2007 - 04/14/2015
NFP ADVISOR SERVICES, LLC (GLENDALE CA)
IL
09/21/2006 - 12/31/2006
GBS RETIREMENT SERVICES, INC. (ROLLING MEADOWS IL)
CA
09/11/2003 - 08/15/2006
METLIFE SECURITIES INC. (GLENDALE CA)
CA
09/11/2003 - 08/15/2006
METROPOLITAN LIFE INSURANCE COMPANY (GLENDALE CA)
MA
10/14/2002 - 04/22/2003
MANULIFE FINANCIAL SECURITIES LLC (BOSTON MA)
MA
02/21/1995 - 11/14/1997
MANEQUITY, INC. (BOSTON MA)
IA
Issued 08/28/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/02/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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